Categorize Transactions MCP server

• accounts_listFree

  List the imported accounts: bank, currencies, transaction count, first and last date, and the closing balance when the file carried one. Start here for the account names transactions_list and statement_export take.

• bank_delete_uploadwrite actionFree

  Delete one statement file stored for your token. The transactions already imported from it are kept; transactions_list and the summary still see them.

• bank_filesFree

  List the statement files stored for your token, with their sizes.

• bank_uploadwrite actionFree

  Send a bank export to this hosted endpoint. There is no filesystem here, so instead of a path you upload the file once with bank_upload and then pass its name as `path` to statement_import. Give exactly one of content (the export as text, header row included - this is the normal case for a CSV), content_base64 (the file's bytes, which keeps a UTF-16 export from Excel readable) or url. url: fetch a public file instead of pasting base64 (recommended above about 10 KB): the url is fetched here with a 10 second timeout, at most 3 redirects, public http(s) hosts only, and a 1 MB cap; the fetched file has to be delimited text, so a PDF statement is refused rather than stored. Uploads are kept for your token between calls; bank_files lists them and bank_delete_upload removes one. The request body cap is 256 KB, so a large export pasted as text has to be split by month.

• category_rulesFree

  Read the category rules, or pass rules to REPLACE the whole list. A plain match is a substring; a regex compiles only if it cannot backtrack exponentially. An empty match is refused. Free: 5 rules.

• license_activateFree

  Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.

• license_statusFree

  Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.

• reconcile_expensesFree

  Match bank debits against mcp-expense-tracker entries: same currency and amount, date within a few days. Reports matches, unmatched bank lines, expenses never hitting the bank. Read-only. Free: 31 days; Pro: any range.

• recurring_detectFree

  Find charges that come back: debits grouped by counterparty and currency with a steady amount and interval, with cadence, typical amount, next due date and annual cost. Free: 3 months, 5 charges.

• statement_exportFree

  Export the BANK transactions of a date range (a month, a quarter, a year) as .csv or .json and return a download link valid for one hour. This is the tool for "export September" once a statement has been imported. Nothing partial is ever written.

• statement_importFree

  Call this tool to read a bank CSV into the local ledger. Columns detected from headers (date, description, amount, currency, balance); amounts use the file's locale; stored lines skipped. Returns detected/stored/skipped.

• statement_summaryFree

  What was spent/received in a date range per the BANK ACCOUNT, grouped by category, month, account or counterparty. For "what did I spend in August" once imported. Totals are per currency, never summed or converted.

• transaction_categorizeFree

  Set or clear the category on transactions by id, for a one-off no rule is worth writing for. Every id is checked first, so one unknown id refuses the whole call. category_rules matches by text instead.

• transactions_listFree

  List stored transactions in a date range, optionally for one account or category, or only the ones no rule has categorised yet. Totals are reported per currency and never added across currencies.

• transactions_searchFree

  Find transactions whose description, counterparty, category or account contains the query. Case-insensitive substring search, never a regex, so a query with brackets in it cannot hang the server.

• –Code scanpackage could not be scannedn/a
• Live reliabilityremote reachable in 111ms20/20
• Tool poisoning15 tool descriptions checked15/15
• Auth qualityAPI key sent as a header8/15
• Maintenancelast push 5 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10

Safety score

88/100

higher than 85% of 1,761 Finance servers

Tools

15

the typical Finance server has 8

Tools that change things

13%

typical: 0%. Fewer write tools means less an agent can break

Uptime

100%

of our recent checks; the typical remote Finance server answers 100%

Response time

10 ms

faster than 99% of 1,133 Finance servers

GitHub stars

1

more than 65% of 946 Finance servers

Grade history

• 2026-10-03restoreB → Ascore 88

Categorize Transactions: common questions

Is Categorize Transactions MCP server safe?

Yes, by our scan: it is graded A (88/100). Read the Categorize Transactions safety report

How do I install Categorize Transactions?

It runs remotely at mcp.zovo.one. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Categorize Transactions need an API key?

Yes. The registry entry asks for MCP_LICENSE_KEY, Authorization.

Is Categorize Transactions maintained?

The last commit was 36 days ago (2026-09-29). The latest release is v0.21.1.

Is Categorize Transactions up?

100% of our last 28 checks got an answer. We check remote servers about four times a day.

What can I use instead of Categorize Transactions?

Servers from other publishers that do the same job: Beancount.io MCP server, E Arveldaja MCP server and FiatDock MCP server. Compare all Categorize Transactions alternatives.

How does Categorize Transactions compare with other Finance MCP servers?

safety score 88/100 (higher than 85% of 1,761 Finance servers); tools 15 (the typical Finance server has 8); tools that change things 13% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.